We assist a variety of clients of all ages and walks of life, with an emphasis on women and on mature investors concerned about preserving capital and leaving a legacy for their heirs. We also specialize in the unique planning needs of small business owners, including optimizing the efficiency of their QuickBooks accounting processes, minimizing income taxes and integrating their business and personal financial planning.
Our ideal clients are willing to follow the advice of an expert, are passionate about their goals, enjoy the simplicity of having all their financial assets under the watchful eye of a professional, value the services we provide, focus on what's important, and want to hear the truth regarding their financial situation.
Finally, our clients prefer a casual atmosphere. We work from our home offices in Big Bear Lake, CA. It is a comfortable and casual, yet private environment that allows us to keep our overhead and fees to a minimum. If you prefer, we can meet at your home, work or elsewhere. However, if you are looking for an advisor with a fancy office, we are probably not a "good fit."
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